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Talks had focused on plans to attract $15 billion of assets under management, mostly from wealthy Latin Americans, according to people familiar with the matter.
June 26
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As much as $16 trillion of global wealth may be wiped away this year as a result of volatility and economic fallout from the pandemic.
June 25
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The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.
June 23
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“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.
June 19
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About 6% of the country’s family offices have more than $5 billion of assets under management, while roughly a third control $500 million or less.
June 16
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Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.
June 12
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The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.
June 9
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Advisor Zaneilia Harris has come to a bleak conclusion.
June 3
Harris & Harris Wealth Management Group -
Nicole Pullen Ross also heads an initiative to handle wealth management for athletes and entertainers.
June 3
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Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31
